--- title: "Connect Pipeliner Crm to SchoolMaker - APIANT.ai" description: "When \"New account\" fires in Pipeliner Crm, your agent runs \"Add conversation message\" in SchoolMaker." canonical: "https://apiant.ai/connect/pipeliner-crm-to-schoolmaker" --- # Connect Pipeliner Crm to SchoolMaker When **New account** fires in [Pipeliner Crm](https://apiant.ai/connections/pipeliner-crm), your agent runs **Add conversation message** in [SchoolMaker](https://apiant.ai/connections/schoolmaker). Describe the whole flow and it is built, tested on every scenario and kept running. Pipeliner Crm **4** triggers Pipeliner Crm **29** actions SchoolMaker **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipeliner Crm and SchoolMaker to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Pipeliner Crm can start in SchoolMaker - When **New account** in Pipeliner Crm then **Add conversation message** in SchoolMaker - When **New contact** in Pipeliner Crm then **Add community comment** in SchoolMaker Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pipeliner Crm and SchoolMaker ## Triggers and actions 4 triggers · 59 actions - Trigger **New account** Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity. - Trigger **New contact** Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity. - Trigger **New lead** Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity. - Trigger **New opportunity** Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity. - Action **Add account** Adds a new account - Action **Add appointment** Create an Appointment record. - Action **Add contact** Create a Contact record. - Action **Add lead** Adds a new lead - Action **Add opportunity** Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space. - Action **Add product** Adds a new product - Action **Add task** Create a Task (Activity) record. - Action **Delete account** Deletes an account in Pipeliner CRM by its ID. - Action **Delete contact** Deletes a contact in Pipeliner CRM by its ID. - Action **Delete lead** Deletes a lead from Pipeliner CRM by its ID. - Action **Delete opportunity** Deletes an opportunity in Pipeliner CRM by its ID. - Action **Find contacts** Returns up to 100 contacts whose chosen field matches the specified value. - Action **Find opportunities** Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag). - Action **Get account** Returns a single Pipeliner CRM account by its id, including custom field values. - Action **Get contact** Retrieve a single Contact by id. - Action **Get lead** Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields. - Action **Get opportunity** Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account. - Action **List accounts** List/search Account records. - Action **List appointments** List Appointment records. - Action **List contacts** Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted. - Action **List leads** Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads. - Action **List opportunities** Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded. - Action **List products** Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU. - Action **List tasks** List Task (Activity) records. - Action **Update account** Updates an existing account by ID, including any custom account fields. - Action **Update contact** Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead by ID - Action **Update opportunity** Updates an existing opportunity by ID - Action **Update task** Updates an existing task by ID - Action **Add community comment** Adds a comment, or a reply to an existing comment, on a community post as the school owner. - Action **Add community post** Creates a post in your SchoolMaker community, as the school owner, in an open category. - Action **Add conversation message** Sends a message from an admin or moderator to an existing conversation group. - Action **Add lesson** Creates a lesson in a section of a SchoolMaker program. New lessons are published by default. - Action **Add offer** Creates a new offer in your SchoolMaker school, with its settings, program accesses and prices. Offers are unpublished unless you choose to publish them. - Action **Add program** Creates a new program (course) in your SchoolMaker school. - Action **Add section** Creates a new section in a SchoolMaker program. New sections are published unless you choose otherwise. - Action **Award badge** Awards a badge to a school member. Repeating an award returns the existing award without notifying the member again. - Action **Create a Coaching Appointment** Creates a coaching appointment of a chosen coaching type with the selected members and coaches. - Action **Create a Conversation** Creates a conversation group with the chosen members and sends its first message. - Action **Delete Member** Deletes a member from your SchoolMaker school, identified by member id or email. - Action **Delete offer** Moves an offer to Trash and removes its accesses from members. Members are not deleted, and the offer can be restored from Trash. - Action **Delete program** Moves a SchoolMaker program to Trash and removes its logo and cover. - Action **Get All Coaching Types** Returns every coaching type in your SchoolMaker school, with its coaches and publication status. - Action **Get Member Accesses** Returns all offer accesses held by a SchoolMaker member, looked up by member ID or email. - Action **Get Member Progress** Returns a member's progress across their programs (completion rate, time spent, unfinished lessons), plus their offers, coaching usage, recent activity, community stats, leaderboard and level. - Action **Get Offer Details** Returns the details of a SchoolMaker offer, including its prices, accesses and member counts. - Action **Get Program Details** Returns the details of a program, optionally with a specific member's progress through it. - Action **Get Top 10 Members in Leaderboard** Returns the school's gamification leaderboard ranking (top 10 members by default), optionally filtered by time range, minimum points, or community space. - Action **List badges** Returns all badges defined in your SchoolMaker school, newest first. - Action **List lessons** Returns the lessons in a section of a SchoolMaker program, ordered by position, optionally filtered by name. - Action **List Members** Returns the members of your SchoolMaker school, optionally filtered by program, offer, points, level, coaching usage or access. - Action **List Offers** Returns all offers in your SchoolMaker school, optionally filtered by published status. - Action **List Programs** Returns all programs in your school, optionally only those a given member can access, with that member's progress. - Action **List sections** Returns the sections in a SchoolMaker program, optionally filtered by section group or search text. - Action **Set a Drip Boost** Sets the drip boost value for a member's access to an offer, unlocking dripped content sooner. - Action **Set Member Ban** Bans or unbans a member of your SchoolMaker school, identified by member ID or email, and returns the member's details. - Action **Set Member Suspend** Suspends or unsuspends a member of your SchoolMaker school, identified by member id or email. - Action **Set Offer Access for a Member / Add New Member** Grants or revokes a member's access to an offer, creating the member if they don't exist yet. - Action **Set Offer Details** Updates an existing offer's details, publish status, accesses and prices. Fields left blank keep their current values. ## Each app on its own - [ **Pipeliner Crm** Visual sales pipeline CRM for managing deals, contacts, and sales workflow automation.](https://apiant.ai/connections/pipeliner-crm) - [ **SchoolMaker** SchoolMaker is an LMS with a focus on accountability and community.](https://apiant.ai/connections/schoolmaker) Reviews ## What our customers say ## More from Pipeliner Crm - [ **Pipeliner Crm to Ipbase** REST API for IP geolocation, ASN lookup, and reverse-IP domain lookup, including bot and proxy threat...](https://apiant.ai/connect/pipeliner-crm-to-ipbase) - [ **Pipeliner Crm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipeliner-crm-to-salesforce) - [ **Pipeliner Crm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipeliner-crm-to-mailchimp) - [ **Pipeliner Crm to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pipeliner-crm-to-stripe) - [ **Pipeliner Crm to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipeliner-crm-to-shopify) - [ **Pipeliner Crm to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/pipeliner-crm-to-activecampaign) ## More into SchoolMaker - [ **HubSpot to SchoolMaker** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-schoolmaker) - [ **Salesforce to SchoolMaker** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-schoolmaker) - [ **Slack to SchoolMaker** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-schoolmaker) - [ **Google Sheets to SchoolMaker** Google Sheets](https://apiant.ai/connect/google-sheets-to-schoolmaker) - [ **Gmail to SchoolMaker** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-schoolmaker) - [ **Google Calendar to SchoolMaker** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-schoolmaker) Questions ## Pipeliner Crm and SchoolMaker, answered ### ### What can start an automation from Pipeliner Crm? Any of Pipeliner Crm's 4 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SchoolMaker when something happens in Pipeliner Crm? Any of SchoolMaker's 30 actions, including Create a Coaching Appointment, Create a Conversation, Add community comment and Add community post. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SchoolMaker to Pipeliner Crm? SchoolMaker has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads SchoolMaker's API documentation and adds it. ### ### Do I have to build a connector for Pipeliner Crm or SchoolMaker? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Pipeliner Crm and SchoolMaker without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.